Get the details behind an Affinity deal's signing request
See request details in a concise report, so you can decide what follow-up a deal needs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Submission
Retrieves detailed information about a submission, including its status and documents.
Why this helps
A short status alone may not explain who has acted or what happened in a signing request.
- Retrieve detailed information for identified submissions.
- Include submitter and event context available in the result.
- Keep the report focused on the deals you specify.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter its name and prompt.
- 3Describe which deals and submission identifiers to inspect and what details to summarize.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real submission and verify the reported details.
Questions about this workflow
What identifiers does this need?
The action retrieves a submission by its identifier. Provide a reliable way for Notis to find that identifier.
Can it take follow-up action based on the status?
This workflow retrieves and summarizes details. Choose a separate supported action if you want to update or send something.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docuseal. A trigger fires from one place; an action lands in another.
Affinity triggers
Docuseal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Template
Archives a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Submission
Archives a submission, which can be restored and is not permanently deleted.
Create Submission From PDF
Creates and sends a one-off PDF submission for electronic signature.
Clone Template (v2)
Clones an existing template into a new template.
Create Template from HTML
Creates a fillable document template from HTML.
Create Submission
Creates and sends signature requests from an existing template.
Get Template
Retrieves a template’s details.
Create Submissions From Emails
Creates a submission for a template and sends each recipient a unique signing link.
Connect any two apps with Notis in the middle.
Affinity and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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